Matthew Russell is a Certified Financial Planner® with 22 years of industry experience. He is currently affiliated with LPL Financial and On Course Wealth Advisors, having previously worked at CUSO Financial Services, LP and Advantis Credit Union. Russell is involved with On Course Wealth Advisors LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a variety of advisory programs and financial services, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Gregory Miramontes is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2011. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques such as derivatives and tax-loss harvesting.

Justin Ghiglieri is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management, E*TRADE Securities, and The Vanguard Group. Outside of his advisory role, he is involved in real estate as a licensed agent with HomeSmart. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering a range of retail and institutional investment solutions.

Ryan Wilkinson is a financial advisor at UBS Financial Services in Portland, OR, holding a Series 66 credential and with four years of industry experience. He previously worked at Lenz Financial Group for seven years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Rebekah Frank is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked with Thrivent and its affiliates since 2019. Prior to joining Thrivent, she was employed at Apex Systems and the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account programs, emphasizing periodic reviews and clear disclosure of potential conflicts.

Brandon Wooters is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Edward Jones in Portland, OR since 2000. Outside of his advisory work, he is involved in residential property management, assisting with light repairs on a rental property managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers various advisory programs, investment solutions, and affiliated financial services.

Teresa Clement is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Graphic Packaging and Winco. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and relies mainly on model-delivery investment strategies supported by third-party managers and custodians.

Benjamin Tannarome is a financial advisor with OSAIC in Portland, OR, holding the Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Phillips and Company, Cetera, and Equitable Advisors. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to construct portfolios comprising a variety of asset types.

John Liu is a Series 66 licensed financial advisor with UBS Financial Services in Portland, OR, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he serves as a trustee overseeing a family trust and is involved as a partner in debt recovery and asset distribution for several private entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor client plans and provides a broad range of capital markets and advisory solutions.

Tina Brannan is a CFP® professional with 32 years of experience in the financial industry. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Maxwell Friedrich is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and provides sub-advisory and retirement plan services.

Gunner Robinson is a financial advisor with RBC Capital Markets in Portland, OR. He holds a Series 66 designation and has experience working in various roles including positions at the City of Eugene, University of Oregon, and Sapient Private Wealth Management. Outside of advisory, his background includes involvement in education and athletics. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a range of advisory programs.

Alina Rocha Johnson is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Gresham, Oregon. She has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenna Hoerth is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various defensive tactics and tax-aware processes.

Nathaniel Palmer is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Republic Bank and Jefferies LLC. Outside of his advisory role, he is an owner and partner in real estate holding companies, including Oregon Ocean Home LLC and City Center Development Partners LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mitchell Cody is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked in apartment management consulting and with Uber Technologies. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party providers.

Amy Crooks is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2005. In addition to her advisory role, she operates Crooks & Company Financial Management, Inc., which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Peri Tharp is a Series 66-credentialed financial advisor with Edward Jones in Canby, OR, and has six years of industry experience. Prior to joining Edward Jones in 2019, Tharp worked for Metro Regional Government for seven years. Tharp holds a volunteer position as a member of the supervisory committee at Point West Credit Union, where they meet quarterly to review regulatory items, audits, and policies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services under a fiduciary standard.

Natalya Hendricks is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of her advisory role, Hendricks is involved with the Oregon Association of Minority Entrepreneurs as a board member on the finance committee and is affiliated with the Oregon Business Resource Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis methods.

Amy Walls is a CFP® professional with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors where she has worked since 2016. Her prior experience includes roles at Cambridge Investment Research Inc. and Ameriprise. In addition to her advisory work, she operates as an independent insurance agent and serves as president of Thimbleberry Financial, a DBA entity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.